Filed May 14, 2026 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $23,708 |
MMA SECURITIES LLC1 year Filed as: MMA SECURITIES Service code 27 · EIN 22-3570392 | Advisory (Plan) | $18,169 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $5,975 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,745 | $57,739-20.8% | $112,273-59.3% | $74,460-38.6% |
| Participation rate | 68.1% | 55.6%+12.5pp | 72.4%-4.4pp | 70.7%-2.7pp |
| Annual return | 19.72% | 19.52%+0.2pp | 30.23%-10.5pp | 34.38%-14.7pp |
| Employer contribution / active EE | $1,971 | $1,675+17.7% | $3,431-42.6% | $2,638-25.3% |
| Participant deferral / active EE | $3,291 | $2,891+13.8% | $4,800-31.4% | $4,530-27.3% |
| Admin fee / account holder | $150 | $462-67.6% | $7,752-98.1% | $348-57.0% |